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Job Description
A Financial Planning Intern role focused on providing hands-on experience in wealth management, personal financial planning, investment management, and client relationship support within a dynamic CPA and advisory firm.
Key Responsibilities
- Support the ongoing service of clients in wealth management
- Conduct research and assist with special projects related to financial planning
- Learn and apply fundamentals of personal financial planning and investment management
- Collaborate with financial planners and team members to support client needs
Requirements
- Must be a motivated and detail-oriented individual seeking a Financial Planning Internship in Atlanta.
- The internship must provide hands-on experience in wealth management, personal financial planning, investment management, and client relationship management.
- Must work closely with financial planners and other team members to support ongoing client service, conduct research, and participate in special projects.
- Must be interested in gaining insight into a career in financial services.
Benefits & Perks
Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9 holidays and discretionary time off structure
Parental Leave coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options
Growth opportunities in a professional environment
Work with a high-energy, passionate, caring, and ambitious team
Opportunities for professional development and continuous learning
Ready to Apply?
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